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Centric Wealth Management: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centric Wealth Management on ORCL, newest first. How the timeline and the estimate are built.

Centric Wealth Management held 17,950 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,950 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $3,236,159.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,950 shares
    Change vs previous 13F +150 shares

    0.65% of the 13F portfolio, value $3,236,159.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,800 shares
    Change vs previous 13F +29 shares

    0.6% of the 13F portfolio, value $2,849,006.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,771 shares
    Change vs previous 13F +102 shares

    1.04% of the 13F portfolio, value $4,666,713.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,669 shares
    Change vs previous 13F +1 shares

    1.06% of the 13F portfolio, value $4,418,087.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,668 shares
    Change vs previous 13F -8 shares

    0.65% of the 13F portfolio, value $2,470,214.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,676 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $2,945,485.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,676 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $3,203,551.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).